Financials
equity · 10 assets
Market overview
+1139% since 1988-06 · 10 assets, equal-weighted
DCA Backtest
- Invested
- £42,100
- Value today
- £142,752
- Return
- +239.1%
- Months invested
- 421
Scenarios
Inflation — the same contributions merely keeping pace with CPI would be £73,265 today, so the real (inflation-adjusted) return is +94.8%.
Lump sum instead — £42,100 all at once in Jun 1988: £521,409 (+1138.5%) — lump sum came out ahead.
Worst timing — same monthly amount started at the all-time high (Jul 2026): £199.75 on £200 invested (-0.1%).
⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.
Hypothetical — this backtests the group’s cap-weighted index, which isn’t directly investable. A real tracker fund adds fees and tracking difference, and the index only spans months where enough members have history.
10 assets. Select up to 4 to compare.
- Medium-Low Risk(2.2/5)90% ratedHSBC Holdings HSBAequity · financials
- Medium-High Risk(2.5/5)80% ratedLondon Stock Exchange Group LSEGequity · financials
- Medium-High Risk(2.3/5)90% ratedBarclays BARCequity · financials
- Medium-High Risk(2.3/5)100% ratedLloyds Banking Group LLOYequity · financials
- Medium-Low Risk(2.1/5)90% ratedNatWest Group NWGequity · financials
- Medium-High Risk(2.5/5)90% ratedPrudential PRUequity · financials
- Medium-Low Risk(1.9/5)80% ratedStandard Chartered STANequity · financials
- Medium-High Risk(2.6/5)80% ratedLegal & General Group LGENequity · financials
- Medium-High Risk(2.6/5)90% ratedAviva AVequity · financials
- High Risk(2.8/5)80% ratedAdmiral Group ADMequity · financials